Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 14.29% |
$488 - $587
|
24
$4.76K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.1K- 1.71% |
$10.9M - $13.1M
|
3.87M
$767M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.2K+ 2.28% |
$684K - $822K
|
188K
$37.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
285K+ 128.82% |
$46.3M - $55.7M
|
506K
$100M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
81+ 4.62% |
$13.2K - $15.9K
|
1.83K
$364K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14New |
$2.28K - $2.74K
|
14
$2.78K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-70- 3.47% |
$11.4K - $13.7K
|
1.95K
$386K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.31K- 6.93% |
$214K - $257K
|
17.6K
$3.5M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5+ 0.32% |
$814 - $979
|
1.56K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-573- 17.46% |
$93.3K - $112K
|
2.71K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.2K+ 19.07% |
$1.82M - $2.19M
|
69.9K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-53- 3.81% |
$8.63K - $10.4K
|
1.34K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.67K- 74.99% |
$272K - $327K
|
557
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 2.21% |
$6.01M - $7.23M
|
1.63M
$324M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.82K+ 56.19% |
$297K - $357K
|
5.07K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
456+ 39.58% |
$74.2K - $89.3K
|
1.61K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-503- 3.63% |
$81.9K - $98.5K
|
13.3K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-208- 12.31% |
$33.9K - $40.7K
|
1.48K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.48% |
$3.42K - $4.11K
|
1.4K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
790+ 0.56% |
$129K - $155K
|
143K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 0.92% |
$366K - $440K
|
245K
$48.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.19KNew |
$356K - $429K
|
2.19K
$435K
|
|
|
Aug 14, 2025
Q2 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
250KNew |
$40.7M - $49M
|
250K
$49.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
41.5K+ 3.0% |
$6.75M - $8.12M
|
1.43M
$283M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-81- 2.84% |
$13.2K - $15.9K
|
2.77K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
19.2KNew |
$3.13M - $3.77M
|
19.2K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12+ 32.43% |
$1.95K - $2.35K
|
49
$9.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.29K- 23.93% |
$536K - $644K
|
10.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
80.6KNew |
$13.1M - $15.8M
|
80.6K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.6K+ 0.64% |
$1.88M - $2.27M
|
1.81M
$359M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 14.23% |
$189K - $227K
|
6.99K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.47KNew |
$238K - $287K
|
1.47K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
926+ 4.11% |
$151K - $181K
|
23.4K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-30- 0.59% |
$4.88K - $5.87K
|
5.03K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.28KNew |
$209K - $251K
|
1.28K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.11KNew |
$180K - $217K
|
1.11K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-200- 1.15% |
$32.6K - $39.2K
|
17.2K
$3.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26.5K+ 39.75% |
$4.31M - $5.19M
|
93.1K
$18.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
15+ 0.43% |
$2.44K - $2.94K
|
3.52K
$698K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-111- 0.51% |
$18.1K - $21.7K
|
21.6K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
826+ 16.44% |
$134K - $162K
|
5.85K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
914+ 38.93% |
$149K - $179K
|
3.26K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.07% |
$1.14K - $1.37K
|
10.7K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-150- 10.17% |
$24.4K - $29.4K
|
1.33K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$650K - $782K
|
3.99K
$793K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.5K- 5.19% |
$6.59M - $7.93M
|
739K
$147M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 0.25% |
$9.28K - $11.2K
|
22.5K
$4.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.9K- 71.05% |
$6.32M - $7.61M
|
15.8K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-600- 26.09% |
$97.7K - $117K
|
1.7K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.36K+ 126.46% |
$384K - $462K
|
4.23K
$839K
|